Chief Investment Officer/director · Strategas Asset Management, LLC
Jason Richard Trennert
CRD 2079457 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Strategas Asset Management, LLC, an SEC-registered asset manager based in New York, NY with $458 million in regulatory assets, lists Jason Richard Trennert on its Form ADV as Chief Investment Officer/director, a control person. The SEC filings also name Jason at 1 other registered adviser.
Firms and roles
- Strategas Asset Management, LLCChief Investment Officer/directorAsset manager · New York, NY · $458M in regulatory assets
- Baird Strategas LLCChairman / CEOBroker-dealer firm · New York, NY · $0M in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Nicholas Gregory BohnsackChief Executive Officer /director, Strategas Asset Management, LLC
- Steven Gregory BoothDirector, Strategas Asset Management, LLC
- Jon A LangenfeldDirector, Strategas Asset Management, LLC
- Eileen Margaret GabayChief Operations Officer, Strategas Asset Management, LLC
- Dannell Wayne AnthonyDirector, Finance, Strategas Asset Management, LLC
3 more people named with Jason on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.